Centre American Select Fund Manager Performance Evaluation
| DHAMX Fund | USD 15.40 0.10 0.65% |
The fund shows a Beta (market volatility) of 0.49, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Centre American's returns are expected to increase less than the market. However, during the bear market, the loss of holding Centre American is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Centre American Select has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's primary indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio Date | 30th of January 2023 | |
| Expense Ratio | 1.3600 |
Centre |
Centre American Relative Risk vs. Return Landscape
If you would invest 1,700 in Centre American Select on November 3, 2024 and sell it today you would lose (160.00) from holding Centre American Select or give up 9.41% of portfolio value over 90 days. Centre American Select is currently producing negative expected returns and takes up 1.5319% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than Centre, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Centre American Current Valuation
Fairly Valued
Today
Please note that Centre American's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Centre American Select shows a prevailing Real Value of $15.63 per share. The current price of the fund is $15.4. We determine the value of Centre American Select from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Centre American is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Centre Mutual Fund. However, Centre American's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 15.4 | Real 15.63 | Hype 15.4 | Naive 15.9 |
The intrinsic value of Centre American's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Centre American's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Centre American Select helps investors to forecast how Centre mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Centre American more accurately as focusing exclusively on Centre American's fundamentals will not take into account other important factors: Centre American Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Centre American's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Centre American Select, and traders can use it to determine the average amount a Centre American's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0994
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DHAMX |
Estimated Market Risk
| 1.53 actual daily | 13 87% of assets are more volatile |
Expected Return
| -0.15 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Centre American is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Centre American by adding Centre American to a well-diversified portfolio.
Centre American Fundamentals Growth
Centre Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Centre American, and Centre American fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Centre Mutual Fund performance.
| Price To Earning | 18.83 X | ||||
| Price To Book | 3.61 X | ||||
| Price To Sales | 2.39 X | ||||
| Total Asset | 230.69 M | ||||
About Centre American Performance
Evaluating Centre American's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Centre American has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Centre American has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets, plus borrowings for investment purposes, in equity securities of large capitalization U.S. companies. The 80 percent portion of the funds portfolio consists of investments in U.S. companies that are members of the SP 500 Index or possess similar minimum market capitalization and trading volume attributes. The remaining 20 percent of the funds net assets, plus borrowings for investment purposes, may include small-cap and mid-cap companies, preferred stock, exchange-traded funds , and preferred stock.Things to note about Centre American Select performance evaluation
Checking the ongoing alerts about Centre American for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Centre American Select help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Centre American generated a negative expected return over the last 90 days | |
| The fund retains 99.54% of its assets under management (AUM) in equities |
- Analyzing Centre American's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Centre American's stock is overvalued or undervalued compared to its peers.
- Examining Centre American's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Centre American's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Centre American's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Centre American's mutual fund. These opinions can provide insight into Centre American's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Centre Mutual Fund
Centre American financial ratios help investors to determine whether Centre Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Centre with respect to the benefits of owning Centre American security.
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